Filed Under:Your Practice, Practice Management

Digital becoming ‘new normal’ in serving HNW investors

When it comes to serving wealthy clients, digital solutions are playing a growing role, says a study released today by SEI, Scorpio Partnership and NPG Wealth Management. This means financial advisors need to get their websites and other online tools to match their levels of quality, expertise and responsiveness, experts say.

The study, which highlights the views of 3,025 investors worldwide with an average net worth of about $2.9 million, finds that 92 percent use digital tools to support their wealth management transactions.

Originally published on ThinkAdvisor. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

Featured Video

Most Recent Videos

Related resources

More Resources


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.